See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,134 | $87,013-7.9% | $106,213-24.6% | $80,856-0.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.37% | 17.05%-4.7pp | 116.14%-103.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $6,796 | $2,395+183.7% | $3,171+114.3% | $2,755+146.7% |
| Participant deferral / active EE | $5,041 | $3,986+26.5% | $5,016+0.5% | $4,296+17.3% |
| Admin fee / account holder | $2,293 | $8,431-72.8% | $11,033-79.2% | $6,918-66.8% |